Case Study: Schneider Downs strengthens relationship intelligence with Introhive

Schneider Downs maps 160,666 relationships with Introhive

Schneider Downs, an accounting firm, faced the challenge of capturing valuable client relationship data within its Microsoft Dynamics CRM. Busy professionals, especially during peak seasons, struggled with manual entry, which limited relationship visibility and collaboration across the firm. To improve CRM efficiency without adding administrative work, they implemented the Introhive relationship intelligence platform.

Introhive automated the capture of meetings, emails, and contacts directly from Outlook into Dynamics CRM. This solution mapped relationships and delivered insights to prepare for client interactions and coordinate follow-up. The measurable impact was significant: Introhive automatically ingested over 3.1 million meetings and emails, mapped over 160,000 relationships, and discovered nearly 72,000 new contacts, providing Schneider Downs with a comprehensive and accurate view of its client relationships.

Schneider Downs